Client Support Specialist

2 days ago

Singapore beBeeFinancial Full time $48,000 - $72,000

The Client Support Specialist is a vital role that plays a crucial part in client interactions and relations.

Key Responsibilities:
  • Promptly process clients' banking and investment transactions, including order taking and trade execution, account setup, maintenance, asset transfers, deposits, and loan processing.
  • Deliver financial advisory services to clients through creating marketing materials, research reports, investment products, and high conviction recommended lists, and provide timely support for investment product queries.
  • Gather reports, prepare client documents, and follow up with clients as necessary.
  • Assist the team with ad-hoc administrative tasks to ensure optimal client service.

The ideal candidate will possess excellent communication and interpersonal skills, be able to work effectively in a team environment, and demonstrate a high level of professionalism and integrity.

Additionally, they should have a strong understanding of local regulations and internal policies, ensuring compliance and adherence to standards.

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